We have a $1m Assets Under Management (AUM) minimum. We also work with small businesses managing their company 401(k) plan. We do start ups. Securities offered through LPL Financial, member SIPC. www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit RomeroWM.com
Website: romerowm.com
Phone: (714) 547-8787
Closed now
- Wed 8:00 AM - 5:00 PM
2520 N Santiago Blvd Orange, CA 92867 ·2169.04 mi
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Reviews
yelpDan has been my personal financial planner for only about 4 months, but I am really happy with our choice. He answers calls/emails quickly and is prompt with depositing our transfered funds. When...
MoreDan Romero has been my financial consultant for a few years now. He's a great guy in general and always makes me feel like my money is in capable hands. Great service and great attitude. I highly...
MoreDan and his staff are Experts in their field. We totally trust them with our future assets. Hightly reconmended... Larry harrison
MoreDavid and I just started to consult with Romero & Levin Wealth Management, so I will keep you posted! However, I have to tell you the level of customer service is out of this world! When I...
MoreAs a small business owner, I was introduced to the Romero & Levin Wealth Management to administrate my retirement fund. Not only was everything explained to me clearly and smart investments made...
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